Mark Schiffenhaus
Long Point Wealth Management · Wellfleet, Massachusetts
Mark Schiffenhaus is a fee-only financial advisor at Long Point Wealth Management in Wellfleet, Massachusetts, who holds the CFP credential. Mark focuses on estate & legacy planning. Long Point Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Long Point Wealth Management |
|---|---|
| Based in | Wellfleet, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $38.4M across 133 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NJ · CRD 4035278 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | longpointwm.com |
How Mark's firm compares
- Long Point Wealth Management's average account is about $289,000, from its Form ADV (assets managed divided by 133 accounts).
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Questions about Mark
Is Mark Schiffenhaus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Long Point Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Long Point Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Mark Schiffenhaus based?
Mark Schiffenhaus is based in Wellfleet, Massachusetts.
What does Mark specialize in?
Mark's specialties include estate & legacy planning.
What credentials does Mark Schiffenhaus hold?
Mark Schiffenhaus holds the CFP credential.
Is Mark Schiffenhaus registered with the SEC?
Yes. Mark Schiffenhaus is registered as an investment adviser representative in MA and NJ (CRD 4035278), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Long Point Wealth Management manage?
Long Point Wealth Management reports $38.4M across 133 accounts in assets under management.
How do I contact Mark Schiffenhaus?
Through Mark's website, longpointwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Long Point Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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